1. SRN processed but invoice not reflecting in Payables for Validation.
Step-1 Procurement > Manage Supplier > Site > Purchasing
Pay on Receipt should be "Checked"
Invoice Summary Level should be "Packing slip" Create Debit memo from Return Should be "Checked"
Step-2 If Step-1 checked and found all correct, then System will generate ERS invoice
If Step-1 checked and found incorrect then:
Apply Step 1 on the Supplier "-System will generate invoice for Future transaction
For the instant case Book Manual Invoice Matching with PO/GRN
2 How to apply prepayment having TDS It can be applied only before Validation of invoice
Provide TDS section on the Standard invoice Line level And Go to Invoice Action Click on Apply/unapply prepayment and try to apply the prepayment invoice Prepayment invoice will be applied and Withholding tax on Standard invoice will show "Zero"
3 How to Validate the invoice
Payables > Invoices > Task > manage invoice >
Click on Invoice Number, Go to Action, Edit invoice If Header and line information is correct Go to Action , Click on "Validate"
4 How To sent Invoice for Approval
First time Approval
Payables > Invoices > Task > manage invoice >
Click on Invoice Number, Go to Action, Edit invoice
Go Action , Click on Approval, Click on "Initiate"
Subsequent approval, Click on "Resubmit"
5 How To check PO /GRN details on Invoice
Payables > Invoices > Task > manage invoice >
Click on Invoice Number
Go to "Line"
Click on PO/GRN no as per requirement
6 How To check invoice Attachment on GRN
Payables > Invoices > Task > manage invoice >
Click on Invoice Number
Go to "Line"
Click on GRN Number, and See on Header Attachment
7 Tax Not calculated on SRN
Payables > Invoices > Task > manage invoice >
Click on Invoice Number
Go to "Line"
Click on PO Number
Invoice Match option should be "Order" , Match Approval Level "2-Way"
Go to Schedule
Accrue at receipt should be checked, Invoice Match option "Order"
If all are not as per instructed then Tax will not be calculated
